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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,700 | $71,215-17.6% | $93,696-37.4% | $80,935-27.5% |
| Participation rate | 96.2% | 60.4%+35.8pp | 68.7%+27.4pp | 67.7%+28.5pp |
| Annual return | 10.57% | 11.27%-0.7pp | 133.74%-123.2pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,538 | $1,565-1.7% | $2,422-36.5% | $2,757-44.2% |
| Participant deferral / active EE | $2,520 | $4,037-37.6% | $4,417-42.9% | $4,299-41.4% |
| Admin fee / account holder | $7,589 | $6,958+9.1% | $8,287-8.4% | $6,924+9.6% |